Mobley v. Lyon

67 S.E. 668, 134 Ga. 125, 1910 Ga. LEXIS 131
CourtSupreme Court of Georgia
DecidedFebruary 23, 1910
StatusPublished
Cited by26 cases

This text of 67 S.E. 668 (Mobley v. Lyon) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mobley v. Lyon, 67 S.E. 668, 134 Ga. 125, 1910 Ga. LEXIS 131 (Ga. 1910).

Opinions

Atkinson, J.

1. Two of the grounds of the motion for new trial were as follows: "9th. The court, having correctly charged the jury as to the propounders’ contention, that the instrument purporting to be the last, will and testament of Mary L. Spencer is as a matter of fact her last will, and having correctly charged the contention of caveator that said instrument is not as a matter of fact her last will and testament, but on the contrary a forged paper and a forged will, proceeded to charge as follows: 'The propounders hold the affirmative, and the burden of proof is on them to prove that Mary L. Spencer herself signed the instrument which, is alleged to be her will, and that.it has been proven as the law requires! When this is done, the burden is shifted to the caveator to make good his contentions as set up in his caveat. Movant alleges that the language in the charge above quoted, 'when this is done, the burden is shifted to the caveator to make good his contentions as set up in his caveat,’ is error, for the reason that the parties had arrived at an issue and proposition, as to the paper being the will of Mary L. Spencer, — whether she signed it or not; this proposition was affirmed by propounders and denied by caveator, and on the issue thus made both sides had introduced evidence; and the jury should not have been instructed that when propounders prove that Mary L. Spencer signed the instrument which is alleged to be her will and that it has been proven as the law requires, then the burden is shifted to caveator and it devolved on [127]*127him to make good his contentions that the paper was a forgery. Movant says that the burden in a ease like this never shifts, and it is not obligatory on the jury to divide the evidence into two parts, and determine their belief provisionally by one of the parts only, but they may consider the evidence for both sides as a whole in all the stages of their deliberations and are not bound to distinguish the effect of propounders’ evidence separately considered. 10th. The court charged the jury as follows: ‘Before you can do this’ .(set up the instrument presented as the last will and testament of Mary L. Spencer), ‘and before the case is made out on the part of the propounders, it must be shown to your satisfaction that Mary L. Spencer herself signed the instrument which is alleged to be her will, and signed it in the presence of all three of the witnesses whose names appear thereon, and that they signed it in her presence/ Movant says the foregoing charge is correct, but the court immediately proceeded to charge as follows: ‘When this is done, the burden of proving that said instrument is a forgery or that the said instrument is not the last will and testament of Mary L. Spencer, and that it has not been proven as the law requires, is shifted to caveator. It is then upon the caveator to carry this burden and to satisfy the jury of the truth of his contentions, before you would be authorized to find in his favor. Whether caveator has carried this burden and established his contentions to the satisfaction of the jury, that said instrument is a forgery and that it is not the last will and testament of Mary L. Spencer, is for the jury under 'the evidence to determine, which if done to your satisfaction would authorize at your hands a finding in favor of the caveator/ Movant alleges that the charge last quoted above is error. For that, as he contends, the parties had arrived at an issue and proposition, af.firmed by propounders on one side and denied by caveator on the other, and the burden, under the law, of establishing the affirmative of that proposition by a preponderance of evidence was on propounders, and never shifted during the course of the trial, but remained with them to the end. That the proof on both sides applies to the affirmative or negative of the issue of facts, and the propounders, whose case requires the proof of that fact to the satisfaction of the jury, had all along the burden of the proof. The burden was not upon caveator to establish to the satisfaction of the jury that the alleged will was a forgery; all the law required of'him was, [128]*128that his evidence, taken with that for propounders and all the circumstances surrounding the case, should be sufficient to render the affirmation that Mary L. Spencer signed the will unsatisfactory to the jury, they, the jury, being the judges of whether or not all the evidence and circumstances satisfactorily settled the proposition that she did sign it, or whether it was insufficient to establish that proposition to their satisfaction. It was not incumbent on caveator to establish to the satisfaction of the jury that Mary L. Spencer did not sign the alleged will. If the evidence for propounders and caveator and all the surrounding circumstances were sufficient to prevent the jury from being sufficiently satisfied that Mary L. Spencer did in fact sign the will, then that was all the law required, for the caveator to prevail. Caveator did not have to prove to the satisfaction of the jury that it was not the will of Mary L. Spencer, as the charge complained of required him to do. Propounders had to prove to the satisfaction of the jury that it was the will of Mary L. Spencer, and all that was required of caveator was to prevent the propounders from doing this to the satisfaction of the jury. The jury should have been told that they must be satisfied from the whole case, the evidence for the propounders and for caveator and all the surrounding circumstances, that Mary L. Spencer did actually sign the will, and if they were not so satisfied from the whole case, then propounders had failed to establish their contention and caveator was entitled to a verdict.”

Much confusion has arisen out of the fact that the expression “burden of proof” has been used in two senses, viz: 1. The necessity which rests upon a party at any particular time during a trial to create a prima facie case in his own favor, or overthrow one when created against him. 2. The necessity of establishing the existence of a fact, or state of facts, by evidence which preponderates to a legally required extent. 16 Cyc. 926. In the charge complained of in the ninth ground of the motion, the judge instructed the jury that the propounders held the affirmative and the burden of proof was upon them to prove that the alleged testatrix herself signed the instrument propounded, and that “it has been proven as the law requires.” In another part of the charge this expression was explained so as practically to mean proved by the attesting witnesses. He then informed them that when this has been done the burden is shifted to the caveator “to make good” his contention as [129]*129set up -in his caveat. In the 'charge complained of in the 'tenth ground, the judge first instructed the jury that'before the case was made out on the part of the propounders it must be shown to the satisfaction of the jury that the alleged' testatrix herself signed the will propounded, in'the presence of all three attesting witnessesj and that they 'signed in her presence. He then added that when this was done' the burden of proving that the instrument was a‘ forgery or was not the last will and testament of, the alleged testatrix shifted to the caveator. He described the burden which the caveator carried on the subject of whether the will was signed by the alleged testatrix or not, by saying,'“whether the caveator has carried this burden 'and established his contentions to the satisfaction of the jury” was for the jury to determine under the evidence, “which if done to your satisfaction

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Cite This Page — Counsel Stack

Bluebook (online)
67 S.E. 668, 134 Ga. 125, 1910 Ga. LEXIS 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mobley-v-lyon-ga-1910.